VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,503,893 | -3.3% | 60,607 | +0.4% | 4.86% | -1.6% |
| Q2 2023 | $17,075,383 | +20.0% | 60,346 | +5.8% | 4.94% | +11.7% |
| Q1 2023 | $14,232,189 | +28.1% | 57,057 | +9.4% | 4.42% | +17.7% |
| Q4 2022 | $11,112,437 | +45.7% | 52,144 | +46.3% | 3.76% | +28.2% |
| Q3 2022 | $7,627,000 | +7.4% | 35,648 | +11.9% | 2.93% | +6.5% |
| Q2 2022 | $7,099,000 | -13.0% | 31,848 | +12.3% | 2.76% | +0.7% |
| Q1 2022 | $8,156,000 | -4.4% | 28,359 | +6.7% | 2.74% | -2.9% |
| Q4 2021 | $8,528,000 | +12.3% | 26,575 | +1.5% | 2.82% | -0.0% |
| Q3 2021 | $7,594,000 | +6.6% | 26,170 | +5.3% | 2.82% | +2.8% |
| Q2 2021 | $7,125,000 | +11.3% | 24,842 | -0.2% | 2.74% | +2.4% |
| Q1 2021 | $6,400,000 | +8.1% | 24,897 | +6.5% | 2.68% | -1.6% |
| Q4 2020 | $5,920,000 | +23.5% | 23,369 | +11.0% | 2.72% | +10.9% |
| Q3 2020 | $4,792,000 | +33.5% | 21,052 | +18.5% | 2.45% | +20.0% |
| Q2 2020 | $3,589,000 | +249.5% | 17,760 | +170.9% | 2.04% | +157.5% |
| Q1 2020 | $1,027,000 | – | 6,556 | – | 0.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fee-Only Financial Planning, L.C. | 122,751 | $33,426,189 | 26.93% |
| Jentner Corp | 158,119 | $43,057,399 | 26.77% |
| MCIA Inc | 243,241 | $70,170,103 | 26.32% |
| Axiom Advisory, LLC | 102,920 | $28,026,060 | 25.23% |
| Safeguard Financial, LLC | 188,009 | $51,196,630 | 24.70% |
| Dougherty Wealth Advisers LLC | 77,821 | $21,191,437 | 24.54% |
| Mill Creek Capital Advisors, LLC | 2,486,308 | $677,046,526 | 22.50% |
| Retirement Investment Advisors, Inc. | 813,010 | $221,390,753 | 20.16% |
| TL Private Wealth | 125,841 | $35,132,387 | 20.13% |
| STEVENS CAPITAL PARTNERS | 89,532 | $24,380,480 | 19.56% |